Adding Roles

To add a new role:

1. Click the user icon in the top right and click Admin > Resources.
2. Click Account Management on the left navigation column.
   

   

   
   
   
3. Click Add Role beneath the Roles menu ribbon.
4. Select the access group type: Regular Role, Limited Access Device (LAD) Role, or API Role.
   

   

   
   
   
5. Enter a unique, required Role Name in the space provided. The Description and Xref fields are optional.
   

   

   
   
   

6. Click the checkbox next to each permission you wish to assign.

   

   Note

   To see a complete list of permissions and their descriptions, see Roles and Permissions.

7. When finished, click Save Role.
   
   

View New Role in Account Management Summary

The new role now appears on the Account Management page. If necessary, changes can be made through the Editing Roles option.